Unable to delete default Out of the box Reports from Dynamics CRM 2011

If you try to delete the out of the box reports from a Dynamics CRM 2011 system, you will find you will get the error :

“You cannot complete this action for this component because of the configuration of it’s managed properties”.

Now, a lot of people don’t like to have the Sales or Marketing reports there. Maybe you are just using CRM for straightforward case management, or maybe you’ve got all your own custom entities and the users are confused about what is in their sales pipeline report!

One way to get around this (as of CRM 2011 Rollup 12 – Feb 2013), is to flick the isManaged switch in the database for each report. This can be achieved by running the following SQL query against the organisation database :

 update ReportBase set IsCustomReport = 1, IsManaged = 0 where IsCustomReport = 0
 

Once you’ve done this, simply go to the UI and try to delete the reports again.

EDIT 1

If you also want to delete the Sales and Marketing  views that these reports would have shown up under, then you also need to flick the view switches as below :


update SavedQueryBase set IsManaged = 0, CanBeDeleted = 1 where Name in ('Marketing Reports','Sales Reports')

Now you can delete those views too…

As always, this is unsupported folks. Do this at your own risk, so understand what you are doing.

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2 Responses to Unable to delete default Out of the box Reports from Dynamics CRM 2011

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